JP Morgan Private Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$842K	Sell	105,335 -221,252	-68%	-$1.95M	﹤0.01%	1047
2023 Q2	$2.72M	Sell	326,587 -176,749	-35%	-$1.15M	0.01%	475
2023 Q1	$3.06M	Buy	503,336 +407,305	+424%	+$2.47M	0.01%	737
2022 Q4	$443K	Sell	96,031 -649,198	-87%	-$3.22M	﹤0.01%	1518
2022 Q3	$3.64M	Buy	745,229 +43,826	+6%	+$277K	0.01%	645
2022 Q2	$3.7M	Buy	701,403 +167,221	+31%	+$1.13M	0.01%	655
2022 Q1	$5.05M	Buy	534,182 +169,816	+47%	+$1.95M	0.01%	610
2021 Q4	$5.76M	Sell	364,366 -30,636	-8%	-$562K	0.01%	575
2021 Q3	$6.27M	Buy	395,002 +170,844	+76%	+$2.68M	0.02%	539
2021 Q2	$4.3M	Buy	224,158 +30,624	+16%	+$568K	0.01%	632
2021 Q1	$3.32M	Buy	+193,534	New	+$3.82M	0.01%	610

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SOFI Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its SoFi Technologies (SOFI) stake by 68% in Q3 2023, selling an estimated $1.95M and leaving 105,335 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

JP Morgan Private Wealth Advisors first reported a position in SOFI in Q1 2021 and has held it in 11 quarters since. The position peaked at $6.27M in Q3 2021. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

JP Morgan Private Wealth Advisors held 105,335 shares of SoFi Technologies worth $842K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 221,252 SoFi Technologies shares in Q3 2023, an estimated $1.95M.
SoFi Technologies made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1047 holding.
JP Morgan Private Wealth Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's SoFi Technologies position peaked at $6.27M in Q3 2021.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.